See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,053 | $159,901+117.7% | $146,958+136.8% | $145,922+138.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.42% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $9,094 | $5,286+72.0% | $4,933+84.3% | $4,660+95.2% |
| Participant deferral / active EE | $15,681 | $8,428+86.0% | $8,070+94.3% | $6,688+134.5% |
| Admin fee / account holder | $8,002 | $15,044-46.8% | $12,998-38.4% | $13,397-40.3% |